PETER ZEULI
Philadelphia Investment Partners, LLC
As a Certified Exit Planning Advisor (CEPA®), Peter Zeuli is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Peter Zeuli - - Philadelphia Investment Partners, LLC - Cherry Hill, New Jersey, city=Cherry Hill, display_country=United States, hs_object_source_detail_1=Find A CEPA (OCTOBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=peter-zeuli, lname=Zeuli, designations=[CFA], hs_object_source_id=enrollmentId:1358174899517;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20OCTOBER%202024/ZEULI-PETER-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Oct%202024.pdf, hs_createdate=1730472843283, cohortium_profile_title=Peter Zeuli | Wealth Manager at Philadelphia Investment Partners, LLC | CEPA Connect Member, state=New Jersey, id=19218112686, designations__text_=CFA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Peter Zeuli, email=pzeuli@piplp.com, cohortium_meta_description=Connect with Peter Zeuli, a specialized Wealth Manager working with Philadelphia Investment Partners, LLC based in New Jersey. Credentials include: CFA., associated_contact_record_id=20258908676, website=www.piplp.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20OCTOBER%202024/8059_Zeuli_CEPA-Certificate-2024-October.pdf, is_editable=editable, url_slug_2=peter-zeuli, impersonate_user_url=https://exit-planning-institute.org/member-detail/peter-zeuli?impersonation=true, full_name=Peter Zeuli, hs_lastmodifieddate=1764932315456, phone=+18565776355, company_name=Philadelphia Investment Partners, LLC , name=Peter, hs_object_id=19218112686, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=08003, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://www.piplp.com - Phone: +18565776355
- City: Cherry Hill
- State: New Jersey
- Postal Code: 08003
- Country: United States
- Designations: CFA
- Markets Served:
- Company Name: Philadelphia Investment Partners, LLC
